Prostatis Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Prostatis Group’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-36,179	Closed	-$36.2K	–	158
2023 Q2	$36.2K	Buy	+36,179	New	+$1.77M	0.02%	200
2021 Q3	–	Sell	-6,350	Closed	-$350K	–	100
2021 Q2	$350K	Sell	6,350 -196	-3%	-$10.8K	0.24%	76
2021 Q1	$359K	Sell	6,546 -5,459	-45%	-$302K	0.28%	77
2020 Q4	$675K	Buy	12,005 +4,860	+68%	+$272K	0.56%	41
2020 Q3	$398K	Buy	+7,145	New	+$398K	0.38%	53

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prostatis Group's IAGG Position: Q3 2023 in Review

Prostatis Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2023, closing a stake of 36,179 shares — an estimated $36.2K sold.

Prostatis Group first reported a position in IAGG in Q3 2020 and held it in 5 quarters. The position peaked at $675K in Q4 2020. 300 funds tracked by Wall St. Rank hold IAGG as of Q3 2023.

Prostatis Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 36,179 iShares Core International Aggregate Bond Fund shares in Q3 2023, an estimated $36.2K.
Prostatis Group first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 5 quarters.
Prostatis Group's iShares Core International Aggregate Bond Fund position peaked at $675K in Q4 2020.
300 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.